About Us
NKJ Finserv was founded in 2004, at a time when the mutual fund (MF) industry in India was beginning to gain traction. From the very beginning, our mission has been clear: to create long-term wealth for our clients through transparent, ethical practices and exceptional service.
As one of the early entrants in the wealth management business, NKJ Finserv was established by Mr. N. K. Jasoria and Mrs. P. L. Jasoria, both career bankers with over four decades of experience. Over the years, they have nurtured an extended family of thousands of relationships built on trust and integrity. The founders' philosophy is simple yet profound: they would never recommend an investment strategy they wouldn't adopt themselves. This unwavering commitment to their clients, combined with a customer-centric approach and an innate ability to connect, has resulted in a robust base of approximately 2,000 investors and a highly respected Asset Under Management (AUM).
In 2022, Mr. Gaurav Jasoria, the son of Mr. N. K. Jasoria and Mrs. P. L. Jasoria, joined NKJ Finserv as Co-founder and CEO, carrying forward the legacy with renewed energy and vision. A graduate of the prestigious Indian Institute of Management (IIM) Calcutta, Gaurav brings a wealth of expertise in finance, strategy, and technology. Over the years, he has advised billionaire business leaders and driven exponential growth across various sectors, including banking, retail, supply chain, and agriculture. With a deep understanding of mutual funds and financial products, Gaurav believes in leveraging technology, data science, and personalized service to scale businesses and deliver exceptional results for clients.
At NKJ Finserv, we are dedicated to making wealth creation simple and effective for our clients. By combining the extensive 100+ years of cumulative experience of our founders with cutting-edge data science and machine learning (ML) models, we are uniquely positioned to generate consistent alpha from the markets. Our data-driven approach helps us answer complex investment questions, such as when to invest via lump sum or systematic transfer plans (STP), optimal timing for starting or stopping STPs, navigating between equity and debt investments, and crafting mutual fund portfolios that provide steady monthly income streams.
Our commitment to delivering true ROI goes beyond numbers. We guide our clients through market highs and lows, educate them on investment strategies, and ensure their financial goals are met seamlessly. This allows them to focus on their core business activities with confidence and peace of mind.
NKJ Finserv is exclusively focused on the mutual fund industry, ensuring undivided attention and expertise. Our goal is to maximize investor returns while delivering a smooth and enriching investment journey for our clients. Together, we strive to create lasting value and financial prosperity for every investor we serve.
Key Differentiators
1. Data Science-Driven Expertise:
NKJ Finserv leverages advanced data science and machine learning (ML) models to enable precise and effective decision-making. This technology-driven approach empowers us to address complex investment scenarios, such as determining optimal investment timing, transitioning between equity and debt, and designing mutual fund portfolios for consistent income generation.
2. 100+ Years of Combined Experience:
Our founders bring over a century of collective experience in banking and wealth management. This unparalleled expertise, combined with a deep understanding of financial markets, allows us to consistently generate alpha and deliver superior outcomes for our clients.
3. Technology-Enabled Investment Solutions:
By integrating traditional financial expertise with cutting-edge technology, we ensure seamless, efficient, and client-focused wealth management services.
4. Client-Centric Philosophy:
At NKJ Finserv, our clients are at the heart of everything we do. We prioritize their goals, educate them about market dynamics, and provide personalized support throughout their investment journey.
Leadership Team
Mr. N K Jasoria
Managing Director Ex Career Banker with 45+ years of Financial Industry experience
Mr. Gaurav Jasoria
Co-Founder & CEO MBA (IIM C), 20+ years of Financial Industry & Digital Transformation Experience
Mrs. P L Jasoria
Co-Founder Ex Career Banker with 45+ years of Financial Industry experienceTestimonials
“ I have known Mr. Jasoria for 30+ years and he has been managing my wealth portfolio ever since very diligently. I blindly trust him for his business acumen, financial insights and the fund selection. His advice has given me amazingly good and consistent returns which I definitely couldn't have generated myself given my very packed schedule. Over the years, his service levels have been no less than excellent and all my financial requirements are met with ease. His sound advice during the difficult markets have helped me tread with ease and his suggestions to invest more when markets were red have given me windfall profits. Now, his son who has a strong background in Finance and has a very strong pedigree from IIM Calcutta has joined him to take NKJ Finserv to newer heights and I can vouch to anyone for their commitment towards their Clients. I wish NKJ Finserv a great and thriving future. “
Dr R K Verma
Orthopaedic Surgeon and ex-HOD, SMS Hospital, Jaipur
“There was a time when I used to trade heavily in Stocks/Options which used to give me sleepless nights. When I met Mr. Jasoria and heard about MFs from him, I was quite sceptical of MFs since I was so used to daily action. On Mr. Jasoria's advice, I started with a small SIP almost 18 years ago and built up my portfolio with his advice over many years. Investing in MFs via Mr. Jasoria has given me peace of mind and his sound fund selection, ever smiling demeanour and always be available spirit has never made me question my decision ever since. The relationship built over the years and the trust & respect we have for each other has made my extended family invest in MFs with NKJ Finserv. We are very happy with our portfolio performance and would gladly refer NKJ Finserv to anyone for the top notch quality of service, timely advice and thoughtful fund selection based on the risk appetite and the goals and of course the returns which we have consistently got across the timeline. “
Mr. Bhagwan Punjabi
Share Trader & Shoe Retailor
“I have known Mr. Jasoria for almost 2 decades now and my wife and I have been investing in MF through them for 10+ years. I recently retired from the bank service and wanted to deploy my life long earnings in a with least risk and good returns. NKJ Finserv has always been a perfect advisor for me. I have always been kept up to date on my investments and their regular updates about the MF industry made me comfortable enough to deploy my savings with them. The way Mr. Jasoria understands a client's needs & risk profile, soothes their fears and is heartening and inspiring. His experience, integrity, passion, expertise and foresight along with his pleasing personality has made my MF journey a delightful experience. We are almost like a family now and I am truly reaping the rewards of the perfect wealth generation recipe with him. “
Mr. B L Umaria
Former Career Banker with State Bank of India
“I have very well established practice in Sawai Madhopur city in Rajasthan where we do not have many good financial advisors. I came across Mr. Jasoria through our common connect around eight years ago and have never looked back. Being in a profession where I do not get enough time to concentrate on managing my investments, Mr. Jasoria was like a God's send to me. He not only ensured that my MF journey started with zero hassle but also helped me in taking right investment/ exit calls all throughout my journey. His timely advice when markets were crashing to invest more has really helped me in generating extra 3-4% returns in my portfolio. I am very happy with the services given by NKJ Finserv and would recommend their services to anyone without a hitch. “
Dr. Sunil Sharma
Physician with a renowned Govt. Hospital in Sawai Madhopur
“I have started my journey of investment with Mr. Jasoria in 2011. Since then, I have been investing in mutual funds based on his professional advice. During last 12 years, I could very comfortably marry my three children and only mutual fund investment has supported me in meeting financial requirement. I even invested my entire amount of retirement funds in Mutual Funds in 2017 with NKJ Finserv and all the investments are giving good returns. I get all the support and positive responses from Mr. Jasoria in multiple areas like my portfolio evaluation, staff support advice, etc. “
Mr. Purushotam Khandelwal
Procurement & Commercial Advisor, JCL Electromet
“I am a Director in an MNC in Bangalore, which is also one of the world's most valuable companies. I got connected to Mr. Jasoria, refer to him as my uncle, around 20 years back. He has mentored me in financial things and has helped me in understanding it. He is a Subject Matter Expert in the Mutual funds eco system. He knows which plan to choose in a given situation of individual to extract best benefits from market situations as per the risk capacity. His expert advice has helped me in managing my finances a lot. With his expert handling and financial guidance, I have become a very disciplined Investor. He looks and takes care of my financial portfolio. Recently, I was able to purchase my dream house in Bangalore. I always look up to him whenever there is a need. I would recommend him to anyone who wants to invest. It is in safe hands.“
Aditya Natani
Director, MNC
“I have known Mr.Jasoria for almost 2 decades now, I have been in association with him since 2008. Even since, I have stopped worrying about my financial decisions. He has provided his expert advice and diligently helped me out in investing in mutual funds, he is in true sense a SME. I must say, his understanding of the market is excellent and exactly knows how to reap maximum profits. I would definitely recommend anyone who'd like to manage their funds in an efficient manner to reach out to Mr.Jasoria for his advice.“
